transfer funds

j.m.mccarthy's Avatar


25 Apr, 2009 01:45 PM

Help. I can't figure out how to transfer funds from, for example, a savings account into a checking account. How is this done?

  1. 1 Posted by Ben Spencer on 28 Apr, 2009 01:40 PM

    Ben Spencer's Avatar


    To reflect a transfer funds from your savings account to your checking account:: Click on your savings account from the home page. Click the "New Transaction" button at the top of the register. Select Trn as the transaction type. Enter a useful description. Select your checking account from the drop down list in the Category Tags column. Enter the amount in the Payment box. Press enter to record the transaction.

    Right click on the transaction and select "Show Other Side" to see the corisponding transaction in your credit card account.

    Note that this does not instruct your bank to actually transfer the funds, you must do that in the usual ways. This is how a transfer of funds is recorded in Moneydance.

    Sincerely Ben Spencer

  2. Ben Spencer closed this discussion on 28 Apr, 2009 01:40 PM.

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